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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,890 | $45,041-40.3% | $63,003-57.3% | $70,131-61.7% |
| Participation rate | 43.8% | 69.5%-25.8pp | 74.8%-31.1pp | 69.5%-25.8pp |
| Annual return | 14.55% | 18.76%-4.2pp | 87.59%-73.0pp | 73.14%-58.6pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,200 | $2,465-51.3% | $3,329-63.9% | $3,332-64.0% |
| Admin fee / account holder | $410 | $2,836-85.5% | $3,600-88.6% | $4,645-91.2% |